Centricity WealthTech
Digital private wealth management platform
569 employees · est. 2022 · New Delhi, India
Private Wealth Systems
Portfolio management software uniquely designed for ultra-high net worth individuals, family offices and private banks.
58 employees · est. 2015 · Mooresville, United States
Private Wealth Systems is the older company (2022 vs 2015); Centricity WealthTech is the larger of the two.
Side-by-Side Comparison
| Metric | Centricity WealthTech | Private Wealth Systems |
|---|---|---|
| Founded | ||
| Founded | 2022 | 2015 older |
| Headquarters | ||
| Headquarters | New Delhi, India | Mooresville, United States |
| Employees | ||
| Employees | 569 larger | 58 |
| Industry | ||
| Industry | Not tracked yet | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Seed | Non Equity Assistance |
| Total Funding | ||
| Total Funding | $24.00M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 2 | 1 |
| Services | ||
| Services | Digital Private Wealth Management Platform, Distribution Infrastructure, Investment Intelligence Insights, Consolidated Reporting, Analytical and Review Tools, Value-added Services | Not tracked yet |
| Target Customers | ||
| Target Customers | Investment Professionals, Self-directed Single Family Offices (SFOs), Wealth Managers, Asset Managers, Investors | Not tracked yet |
| Taxonomy | ||
| Taxonomy | WealthTech, InvesTech, FinTech, Private Wealth Management, Digital Private Wealth Management, Family Office, Investment Management Platform, Financial Product Marketplace, Multi Asset Reporting, Multi Product Order Management Systems, Estate Planning, Credit Solutions, Investment Product Marketplace, DIY Platform For Single Family Offices, Platform-as-a-Service (PaaS) | Portfolio Management Software, Ultra-High Net Worth, Family Offices, Private Banks, Cloud-based Platform, Investment Data Aggregation, Multi-asset Class Portfolio Management, Consolidated Wealth Reporting, Transaction-level Transparency, Wealth Management Technology, Investment Performance Calculation, Financial Technology, Private Wealth Management, Consolidated Investment Reporting, Multi-custodial Reporting |
| Website | ||
| Website | centricity.co.in | privatewealthsystems.com |
About Centricity WealthTech
Centricity WealthTech, founded in January 2022 and headquartered in India, has rapidly emerged as a frontrunner in the realm of digital private wealth management. Their platform, described as a SAAS-based investment management platform, is specifically designed to aid finance and investment professi...
About Private Wealth Systems
Private Wealth Systems is a **Finance** and **Fintech** startup headquartered in the **United States**. Founded in **2014**, the company offers a **portfolio management software** uniquely tailored for **ultra-high net worth individuals, family offices, and private banks**. The platform, as describe...
We will tell you when either one moves
BounceWatch watches Centricity WealthTech and Private Wealth Systems for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Centricity WealthTech and Private Wealth Systems — by email.
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Compiled from the BounceWatch company index. We last looked at Centricity WealthTech on 13 Jan 2026, and Private Wealth Systems on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.